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EverSource Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

EverSource Wealth Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,130
Closed -$2.74M – 3783
2024
Q3 		$2.74M Sell
29,130
-2,603
-8% -$231K 0.17% 113
2024
Q2 		$2.77M Buy
+31,733
New +$2.72M 0.18% 111

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's IXP Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2024, closing a stake of 29,130 shares — an estimated $2.74M sold.

EverSource Wealth Advisors first reported a position in IXP in Q2 2024 and held it in 2 quarters. The position peaked at $2.77M in Q2 2024. 99 funds tracked by Wall St. Rank hold IXP as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 29,130 iShares Global Comm Services ETF shares in Q4 2024, an estimated $2.74M.
  • EverSource Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's iShares Global Comm Services ETF position peaked at $2.77M in Q2 2024.
  • 99 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.